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TREE icon

Inspire Investing’s LendingTree TREE Stock Holding History

Inspire Investing’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,249
Closed -$315K – 882
2023
Q2 		$315K Buy
14,249
+4,000
+39% +$85.3K 0.04% 487
2023
Q1 		$273K Sell
10,249
-875
-8% -$28.7K 0.03% 575
2022
Q4 		$237K Buy
11,124
+2,559
+30% +$58.3K 0.03% 391
2022
Q3 		$204K Buy
8,565
+3,667
+75% +$143K 0.03% 734
2022
Q2 		$215K Buy
4,898
+2,932
+149% +$217K 0.03% 359
2022
Q1 		$235K Sell
1,966
-93
-5% -$11K 0.03% 638
2021
Q4 		$252K Buy
2,059
+541
+36% +$71.9K 0.03% 378
2021
Q3 		$212K Buy
+1,518
New +$266K 0.03% 784
2021
Q1 		– Sell
-992
Closed -$272K – 723
2020
Q4 		$272K Buy
+992
New +$295K 0.06% 490
2020
Q2 		– Sell
-868
Closed -$159K – 706
2020
Q1 		$159K Buy
+868
New +$246K 0.06% 505

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Inspire Investing's TREE Position: Q3 2023 in Review

Inspire Investing sold out of LendingTree (TREE) in Q3 2023, closing a stake of 14,249 shares — an estimated $315K sold.

Inspire Investing first reported a position in TREE in Q1 2020 and held it in 10 quarters. The position peaked at $315K in Q2 2023. 120 funds tracked by Wall St. Rank hold TREE as of Q3 2023.

  • Inspire Investing reported no remaining LendingTree position as of Q3 2023 after selling out during the quarter.
  • Inspire Investing sold 14,249 LendingTree shares in Q3 2023, an estimated $315K.
  • Inspire Investing first reported a position in LendingTree in Q1 2020 and held it in 10 quarters.
  • Inspire Investing's LendingTree position peaked at $315K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held LendingTree as of Q3 2023.

Based on Inspire Investing's 13F filing for Q3 2023, filed 26 Oct 2023.